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Updating a Users holiday entitlement - Advanced Entitlement

e-days has two options for entitlement; Advanced and Standard. Standard is the default view, Advanced is a method that needs to be enabled by the Support desk - this provides additional functions such as accruals and elements. 


If you have the advanced enabled, your Global settings will look as below: 


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If this is correct, please refer to the below step by step guide:

  • Navigate to: Admin tools > Users
  • Use the search filters to find the existing User you intend to update, then press the blue "Edit" button on their row.
  • Press the "Entitlements" tab.
  • Press "Edit" for the "Holiday" row.
  • Press "Edit" for the "Annual Entitlement" row.
  • Press the tab for the year period you intend to update (Last year/Current year/Next year).
  • Input the adjustment to the balance that you would like to make within the "Adjust balance" field. - If you wish to reduce the entitlement you will need to enter the adjustment as a minus number.
  • Input any details you would like to add to the adjustment within the "Description" field.
  • At the bottom of the page press the orange "Save" button.


Note: You will need the Users permission applied to your e-days role in order to carry out this task.


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